IMZ ADVISORY INC.

RIASEC RegisteredEst. 2021

Total AUM

$453M

Discretionary

$388M

86% of AUM

Avg account

$902K

Accounts

502

Employees

4

Advisory reps

5

Firm details

Headquarters: BOCA RATON, Florida
CRD number: 314890
Registered since: August 18, 2021
Website: www.imzfinancialservices.com
Custodians: CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC, NATIONWIDE SECURITIES, LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI54.53%
Pension & Profit Sharing Plans34.22%
Individuals11.26%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

IMZ Advisory Inc. is a corporation that registered with the SEC in 2021 and acts as a capital allocator for both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals, small businesses and institutions, offers pension consulting and engages in the selection of other advisers. Its fee arrangements include both a percentage of AUM and fixed-fee engagements. IMZ does not describe itself as an active ESG investor and is not enumerated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities73%
Investment Grade Corp Bonds22%
Other4%
Public Funds/Mutual Funds1%

Owners & executives

1 of 1

SHELLIE CORREA
COO & CCOCRD 5283205

Contacts

3 of 4

Bradley Katte
Junior AdvisorCRD 7486110
CHRISTIAN RUSSO
Portfolio ManagerCRD 6344044
IRWIN ZAGORIA
PresidentCRD 1424184

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 41

Active vs passive

$652M in ETFs

Passive

95%

$619M

Active

5%

$32.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)	State Street	Passive	Technology	$67.8M	509,816	10.40%

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Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: PALM BEACH
Address: 137 W Royal Palm Rd
Time zone: ET (UTC-5)
Office locations

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